J.M. Forbes & Co. LLP
Boston, MA·SEC-registered · CRD #107422
J.M. Forbes & Co. LLP is an SEC-registered investment advisory firm in Boston, MA managing $1.7B across 1.1k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7B
Client accounts
1.1k
Advisory staff
5
Fee model
Fee-based
How J.M. Forbes & Co. LLP is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about J.M. Forbes & Co. LLP
How much does J.M. Forbes & Co. LLP manage?
Per its most recent SEC Form ADV filing (03/12/2026), J.M. Forbes & Co. LLP reports $1.7B in regulatory assets under management across roughly 1.1k client accounts.
How does J.M. Forbes & Co. LLP charge?
J.M. Forbes & Co. LLP is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is J.M. Forbes & Co. LLP a fiduciary?
Yes. J.M. Forbes & Co. LLP is registered with the U.S. Securities and Exchange Commission (CRD #107422), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is J.M. Forbes & Co. LLP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks J.M. Forbes & Co. LLP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from J.M. Forbes & Co. LLP's public SEC Form ADV filing (CRD #107422, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of J.M. Forbes & Co. LLP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with J.M. Forbes & Co. LLP? Claim this profile.